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Company
Job type
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Job title
United States
State
Largo
19 jobs found
17.09.2025
JPM

JPMorgan Relationship Banker - Bryan Dairy & Starkey Largo FL United States, Florida, Largo

Limitless High-tech career opportunities - Expoint
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over...
Description:
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
  • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
  • Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
  • Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
  • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
  • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
  • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
  • Ability to create memorable experiences for our clients – elevate the client experience.
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
  • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
  • High school degree, GED, or foreign equivalent.
  • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
  • Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
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16.09.2025
WF

Wells Fargo Associate Personal Banker SAFE - Clearwater United States, Florida, Largo

Limitless High-tech career opportunities - Expoint
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
Description:
Job Description

In this role you will:

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website () provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship
  • BARDMOOR 8700 BRYAN DAIRY RDLARGO, FL,33777
  • PARK PLACE 7100 US 19 NPINELLAS PARK, FL 33781

8 Oct 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

09.09.2025
JPM

JPMorgan Relationship Banker - Belcher & E Bay Largo FL United States, Florida, Largo

Limitless High-tech career opportunities - Expoint
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over...
Description:
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
  • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
  • Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
  • Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
  • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
  • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
  • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
  • Ability to create memorable experiences for our clients – elevate the client experience.
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
  • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
  • High school degree, GED, or foreign equivalent.
  • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
  • Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
Show more

These jobs might be a good fit

26.08.2025
WF

Wells Fargo Associate Personal Banker SAFE - Clearwater United States, Florida, Largo

Limitless High-tech career opportunities - Expoint
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
Description:

In this role you will:

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
  • Experience working with others on a team to meet customer needs
  • Experience fostering and developing strong customer relationships
  • Ability to build strong relationships with internal partners
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Ability to interact with integrity and professionalism with customers and team members
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website () provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship
  • 8700 BRYAN DAIRY RDLARGO, FL,33777
  • 7100 US 19 NPINELLAS PARK, FL 33781

18 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

25.08.2025
WF

Wells Fargo Teller Hours Clearwater District United States, Florida, Largo

Limitless High-tech career opportunities - Expoint
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers. Complete operational activities while minimizing risks under established policies. Perform routine transactional, operational, and...
Description:

In this role you will:

  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
  • Complete operational activities while minimizing risks under established policies
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
  • Receive direction from managers and exercises judgment within defined policies and procedures
  • Escalate questions and issues to more experienced roles
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
  • Identify information and services to meet customers financial needs

Required Qualifications:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • ​ Customer service focus with experience handling complex transactions across multiple systems
  • Ability to interact with integrity and professionalism with customers and team members
  • Experience working with others on a team to meet customer needs
  • Cash handling experience
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Well-organized, independent and able to prioritize in a fast-paced environment
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • This position is not eligible for Visa sponsorship

Posting Location(s):

  • 8700 Bryan Dairy Rd, Largo, FL
  • 2515 West Bay Dr, Belleair Bluffs, FL
  • 2699 Gulf to Bay Blvd, Clearwater, FL
  • 14147 Walsingham Rd, Largo, FL
  • 10500 Ulmerton Rd #480, Largo, FL
  • 5250 East Bay Drive, Clearwater, FL
  • 1483 Main St, Dunedin, FL
  • 9655 4th St N, St Petersburg, FL
  • 13099 Park Blvd, Seminole, FL
  • 7323 Park Blvd, Pinellas Park, FL
  • 7100 US Hwy 19 N, Pinellas Park, FL
  • 7893 113th St, Seminole, FL
  • 639 S Fort Harrison Ave, Clearwater, FL
  • 2301 Sunset Point Rd, Clearwater, FL

27 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

13.08.2025
JPM

JPMorgan Senior Home Lending Advisor - Tampa Bay FL Westbay Branch United States, Florida, Largo

Limitless High-tech career opportunities - Expoint
Collaborate with internal stakeholders to identify business needs and develop NLP/ML solutions that address client needs and drive transformation. Apply large language models (LLMs), machine learning (ML) techniques, and statistical...
Description:

As an Associate in the NLP/LLM Data Scientist Team within Asset Management, you will be at the forefront of enhancing and facilitating various steps in our investment process. You will apply your passion for data science and machine learning to generate actionable insights for our business partners. Your work will directly contribute to improving our investment process, enhancing client experiences, and optimizing operational processes. You will collaborate closely with business stakeholders, technologists, and control partners to deploy solutions into production.

Job Responsibilities

  • Collaborate with internal stakeholders to identify business needs and develop NLP/ML solutions that address client needs and drive transformation.
  • Apply large language models (LLMs), machine learning (ML) techniques, and statistical analysis to enhance informed decision-making and improve workflow efficiency, which can be utilized across investment functions, client services, and operational process.
  • Collect and curate datasets for model training and evaluation.
  • Perform experiments using different model architectures and hyperparameters, determine appropriate objective functions and evaluation metrics, and run statistical analysis of results.
  • Monitor and improve model performance through feedback and active learning.
  • Collaborate with technology teams to deploy and scale the developed models in production.
  • Deliver written, visual, and oral presentation of modeling results to business and technical stakeholders.
  • Stay up-to-date with the latest research in LLM, ML and data science. Identify and leverage emerging techniques to drive ongoing enhancement.

Required qualifications, capabilities, and skills

  • Advanced degree (MS or PhD) in a quantitative or technical discipline or significant practical experience in industry.
  • Minimum of 3 years of experience in applying NLP, LLM and ML techniques in solving high-impact business problems, such as semantic search, information extraction, question answering, summarization, personalization, classification or forecasting.
  • Advanced python programming skills with experience writing production quality code
  • Good understanding of the foundational principles and practical implementations of ML algorithms such as clustering, decision trees, gradient descent etc.
  • Hands-on experience with deep learning toolkits such as PyTorch, Transformers, HuggingFace.
  • Strong knowledge of language models, prompt engineering, model finetuning, and domain adaptation.
  • Familiarity with latest development in deep learning frameworks.
  • Ability to communicate complex concepts and results to both technical and business audiences.

Preferred qualifications, capabilities, and skills

  • Prior experience in an Asset Management line of business
  • Exposure to distributed model training, and deployment
  • Familiarity with techniques for model explainability and self-validation
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These jobs might be a good fit

28.05.2025
WF

Wells Fargo Branch Manager Clearwater District United States, Florida, Largo

Limitless High-tech career opportunities - Expoint
Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand...
Description:

In this role you will:

  • Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
  • Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
  • Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
  • Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
  • Mentor and guide talent development of direct reports and assist in hiring talent
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience

Desired Qualifications:

  • Management experience including hiring, coaching, and developing direct reports
  • Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
  • Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives
  • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
  • Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business
  • Experience building and maintaining effective relationships with customers, internal partners and within the community
  • Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers
  • Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking
  • Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention
  • Ability to interact with integrity and professionalism with customers and employees
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

Posting Location:

  • 14147 Walsingham Rd, Largo, FL 33774

  • 8700 Bryan Dairy Rd, Largo FL 33777

  • 10500 Ulmerton Rd #480, Largo, FL 3771

  • 2699 Gulf to Bay Blvd, Clearwater, FL 33759

  • 639 S Fort Harrison Ave, Clearwater, FL 33756

  • 2301 Sunset Point Rd, Clearwater, FL 33765

  • 5250 East Bay Drive, Clearwater, FL 33764

  • 13099 Park Blvd, Seminole, FL 33776

  • 7893 113th St, Seminole, FL 33772

  • 7323 Park Blvd, Pinellas Park, FL 33781

  • 7100 US Hwy 19 N, Pinellas Park, FL 33781

  • 1483 Main St, Dunedin, FL 34698

  • 9655 4th St N, St. Petersburg, FL 33702

  • 2515 West Bay Dr, Belleair Bluffs, FL 33770

8 Jun 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over...
Description:
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
  • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
  • Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
  • Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
  • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
  • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
  • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
  • Ability to create memorable experiences for our clients – elevate the client experience.
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
  • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
  • High school degree, GED, or foreign equivalent.
  • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
  • Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
Show more
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